PETROCHEMICAL COMPANIES OCCUPATIONAL PENSION FUND GLOBAL BALANCED

Portfolio mix

The Petrochemical Companies’ Occupational Pension Fund invests in a diversified asset allocation portfolio. It mainly invests in large-cap stocks issued by companies listed on international exchanges, mostly in developed countries, and in euro-denominated bonds, issued by companies, governments or governmental authorities and bodies. The portfolio includes investment grade bonds, with the exception of potential exposure to Greek debt instruments.

Investment objective

Achieving a total return through capital appreciation and income generation over the medium and long run.

The Petrochemical Companies’ Occupational Pension Fund uses a composite benchmark consisting of 4 separate indices:

• 50% Bloomberg Euro Aggregate Index
• 35% S&P Global 100 Price Return USD Index
• 10% Athex Composite Share Price Index 
• 5% Barclays Benchmark Overnight EUR Cash Index

The indices are used for the purpose of comparing performance. Therefore, they do not affect the active management of the mutual fund, which complies with the fund’s investment policy. As a result, the mutual fund portfolio structure and performance may significantly differ from the benchmark.

The Athens Stock Exchange ("ATHEX") holds all intellectual property rights to the Athex Composite Share Price Index. ATHEX does not guarantee the timeliness, accuracy, or completeness of any data related to the Index. The Index and its data do not constitute and cannot be construed as an offer of financial instruments, an investment advisory recommendation, or an encouragement to invest in the financial instruments included in the Index.

To investors:

• With a mid- to long-term investment horizon of 4 years.
• With a moderate investment profile.
• Who wish to invest in a diversified asset allocation portfolio in international markets.

Purchasing shares

To invest in the Petrochemical Companies’ Occupational Pension Fund, visit the Alpha Bank branch of your choice.

Find out how in our Investor guide.

Redeeming shares

You may redeem your shares on any business day. Τhe funds will be accessible in your account 3 business days following the transaction.

Find out about the entry and redemption fees (only available in Greek)

Get daily updates on the share NAV through the Daily price bulletin.

Monitoring your investment

Monitor the performance of the funds you have invested in:

• Daily, using myAlpha Web. Just ensure you've added your investments to your Products.
• Monthly, you'll receive a comprehensive email containing all your investment details. When setting up your trading account, you can easily opt for online updates or request to modify your settings later.